Linking to PDFs in email marketing involves several best practices spanning deliverability, security, user experience, SEO, and tracking. Experts advise against directly attaching PDFs or linking directly to PDF files due to spam filter concerns and limited tracking. It is preferable to link to a landing page or embed the PDF on a website to provide context, enable better tracking, capture leads, and allow for easy content modification. Security is a major concern, requiring virus scans and consideration of the PDF's source. Accessibility is also vital, involving alt text, document structure, and mobile optimization. Finally, keep the PDF's file size small for faster downloads, and ensure proper MIME type is set for correct rendering.
11 marketer opinions
Linking to PDFs in email marketing requires careful consideration to ensure optimal deliverability, user experience, and tracking capabilities. Experts recommend avoiding direct links to PDFs due to potential deliverability issues and limited tracking. Instead, linking to a landing page containing the PDF is preferred. This enables lead capture, provides additional context, and facilitates more reliable tracking. Additionally, user experience is paramount; PDFs should be mobile-optimized, accessible, and have small file sizes for quick loading. Utilizing URL shorteners can help track direct PDF link clicks, but this method may not be as robust as using a landing page. Finally, PDFs should be scanned for security risks and proper document structure implemented.
Marketer view
Marketer from Email Geeks advises always linking to a download page due to quirks with direct downloads, especially for interactive PDFs or those containing PII.
4 Mar 2023 - Email Geeks
Marketer view
Email marketer from Reddit shares that URL shorteners (like Bitly) can track clicks on direct PDF links, even without a landing page.
6 May 2024 - Reddit
5 expert opinions
Experts advise caution when linking to PDFs in email marketing due to potential deliverability and security risks. Email filters often flag PDFs as potential malware conduits. It's generally recommended to avoid attaching PDFs directly to emails or linking directly to PDF files. Instead, create a webpage with the PDF embedded or linked, providing context and allowing for tracking. Using a landing page with clear information about the PDF can also improve trust and engagement. Always ensure PDFs are scanned for malicious content and are from trusted sources. Avoid registration walls before accessing the PDF.
Expert view
Expert from Email Geeks explains that mail filters are wary of PDFs because they are a big malware conduit.
27 Mar 2022 - Email Geeks
Expert view
Expert from Email Geeks shares that ESPs have a surcharge for attachments, there is a deliverability risk with attachments, and placing the PDF on a website allows for trackable engagement and the ability to change or withdraw it as needed.
8 May 2024 - Email Geeks
4 technical articles
Technical documentation emphasizes the importance of security, SEO, and proper handling when linking to PDFs in email marketing. PDFs can contain malicious content, necessitating virus scans and, for sensitive documents, password protection. Direct links to PDFs impact SEO if not optimized; descriptive file names and crawler accessibility are essential. Using the correct MIME type (application/pdf) is crucial for proper rendering and deliverability. Security standards like encryption and digital signatures, as outlined by NIST, should be implemented to protect sensitive data within PDFs.
Technical article
Documentation from RFC specifies the correct MIME type for PDFs (application/pdf) to ensure proper rendering in email clients. Using the correct MIME type improves deliverability.
11 Nov 2021 - RFC
Technical article
Documentation from NIST outlines security standards for PDF documents, including encryption and digital signatures. Implement these standards to protect sensitive data.
22 Mar 2023 - NIST
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